Adding and editing customers
Linking Customers to sales
Customer can be added to any order by tapping the Customer button on the sale screen. If you change your transaction type to Collect or Delivery, it'll automatically open the Customer Search screen since these types require a customer to be linked.
Start by searching for their phone number to check if they are already registered.
Note that CounterPOS requires at least the first 3 characters of a name or first 4 numbers to begin a search. Due to the customer database being in the cloud, you'll need to be online to access the existing customer database. If your POS device is offline, you'll only be able to add new customers. |
Adding New Customers
To add a new customer to your database, tap + Add New Customer from the search screen. This will open up the Customer Details panel
- Collect orders only need a Name and Phone number at minimum.
- Delivery orders require full address information.
If Google Maps integration is enabled, street names will be validated and matches will show as you type. Selecting an address from the list ensures accurate GPS coordinates, which are needed for distance-based delivery fees. If no integration is available, enter the address manually.
If an address is manually added, or to override the GPS distance, you can select from pre-set delivery areas using the Delivery area drop-down.
Once saved, the customer’s details will be linked to the order and displayed on the invoice header.
Customer Notes
Tap the Notes button to add notes to associate with this customer.
The notes section gives you three types of note that you can add to the customer.
- Private Notes are notes just for the store - e.g "Customer often complains about cold food"
- Receipt notes appear on slips that print for all of this customer's orders - e.g "Customer has a peanut allergy, please take care not to contaminate."
- Address notes are important note that relate to this address, - e.g "Enter through green pedestrian gate beside main gate - do not hoot"
You'll see the Receipt note appear on the Sale screen while ringing up this customer's order.
Unlinking customers
If a customer has been linked to an order, the Customer control button will have an exclamation to show that there's a customer already attached to the order, and the Customer's details will show in the Invoice header
You can tap the Customer button again to edit the customer's details or Unlink them from this sale.